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Robert James Kemp

Savant Wealth Management

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About Robert James Kemp

Robert James Kemp is an investment advisor representative at Savant Wealth Management, with over 30 years of experience in the financial industry. Robert has held previous positions at Sentra Securities Corporation, United Pacific Securities, Inc., Titan/Value Equities Group, Inc., and Value Equities Corporation. Robert holds licenses in California, Illinois, and Arizona. He is a licensed Real Estate Broker and has a strong background in financial planning, portfolio management, and pension consulting.

Firm Information

Robert Kemp is currently registered with Savant Wealth Management. Savant Wealth Management is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Savant Wealth Management is based in Rockford, Illinois, and has over 240 investment advisor representatives.
Savant Wealth Management

190 BUCKLEY DRIVE

ROCKFORD, IL 61107

$29.06B

Assets Under Management

230

Total Clients

238

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Kemp’s Registration & Firm History

IL

10/01/2024 - Present

Savant Wealth Management (ROCKFORD IL)

CA

10/31/2005 - 10/03/2017

SAGEPOINT FINANCIAL, INC. (FULLERTON CA)

AZ

11/16/1998 - 10/31/2005

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

CA

01/29/1993 - 11/16/1998

UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)

CA

09/20/1988 - 02/17/1993

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

07/20/1988 - 10/04/1988

VALUE EQUITIES CORPORATION

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Licenses & Designations

BOTH

Issued 12/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Robert James Kemp. Review regulatory record here.
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